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How do I add other users to my account so I can view their email analytics? (Outlook users)
Method 1 (Recommended): Microsoft 365 Integration
Note: If you are not the Microsoft 365 admin at your organization, please scroll down to the section below titled “What if I’m not a MS365 admin at my organization?”
Benefits of MS365 integration:
- It enables you to add/remove team members from all email addresses under your company domain, privately, without needing to send invites.
- Users added via this method will not need to periodically log back into EmailAnalytics to refresh data access permissions.
- You can add or remove people as you like, whenever you want, instantly.
Step 1. Click the Integrations page in your left navigation.
Step 2. Click the “Authenticate” button in the MS365 integration box.
Step 3. Select your MS365 admin account and complete sign-in.
Note: This step must be completed with an MS365 account that has the “Global Administrator” role.
After you complete sign-in, you’ll see a table that lists your MS365 admin accounts, and a tab that lists all your email addresses under that account.
Step 5. Click your “MS365 User List” tab
Step 6. Tick the box next to each email address you want to add to your EmailAnalytics account.
Step 7. Click Save.
That’s it! You’ll then be able to manage your added users via the Teams/Users area.
What if I’m not a MS365 admin at my organization?
If you aren’t a MS365 admin at your organization, follow these steps instead:
Option 1 (best if you are in the same physical office location as your MS365 admin):
Step 1. Figure out who your MS365 admin is at your organization. Typically it’s someone in the IT department. Ask them to join your at your computer for the next few steps.
Note: Your IT admin must have an MS365 account that has the “Global Administrator” role.
Step 2. Sign in to your EmailAnalytics account.
Step 3. Click the Integrations nav button, click the “Authenticate” button, then ask your MS365 admin to sign in with their MS365 admin account. Ask them to follow the on-screen prompts to complete the MS365 integration (takes about 3 minutes).
Note: This step must be completed with an MS365 account that has the “Global Administrator” role.
Step 4. After that process is complete, your MS365 admin’s work is done and they can leave if they want to.
Step 5. You will then be able to add or remove any users you want via the new “MS365 User List” that will show up after the integration is complete.
Option 2 (best if you are not in the same physical office location as your MS365 admin):
Step 1. Sign into EmailAnalytics and invite your MS365 admin to your EmailAnalytics account via the Teams/Invited Users page.
Step 2. Once they accept the invite and sign in, grant them “Team Management” permissions (via the Teams/Users page).
Step 3. Ask them to sign out of EA and then sign back in to update the new permissions.
Step 4. Ask them to click the “Integrations” button in the left navigation bar, then click the “Authenticate” button in the MS365 box. Then, they’ll need to follow the on-screen steps to complete the MS365 integration (takes about 3 minutes).
Step 5. After that integration is complete, you can then visit the Integrations page and click “Manage Integration” to add and remove any email addresses you want to be tracked.
FAQ
After my IT person is done setting up the MS365 integration, can I revoke their “Team manager” permissions or remove them from EmailAnalytics?
You can revoke their “team manager” permissions (via “Manager roles”) and the MS365 Workspace integration will remain active. Doing so will ensure that they are only able to see their own email analytics — none of the other members of your account.
However, they will need to remain a user in your EA account. If you would prefer that they do not receive any email reports, you can turn off email reports for them.
Running into other problems? Shoot us an email at info@emailanalytics.com and we’ll gladly help!
Method 2 (Use only as a backup if you can’t do method 1): Team email invites
Follow these steps if you want to view metrics for other user accounts (such as other email addresses you use, or employees or team members).
Step 1. Go to the “Teams” page from the navigation menu, then click the “Invited Users” tab, then click “Add”.
Step 2. Enter the person’s name and email address. Assign them to a team if you like (optional).
Step 3. Click “Send Invite”.
The invited user will receive an email with an invitation link they’ll need to click. That link will bring them to a login screen for EmailAnalytics.
After they login, they will have the option to accept your team invitation. Once they accept, that’s it! You’ll have access to their analytics right from your own dashboard.